· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $43.33Day −0.98%1Y +18.3%Off 52W high −2.0%Vol (1Y) 11.8%
Daily closing price, split-adjusted to the current basis; 3y shown of 1,667 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
AFLG is not in the screener universe.
| YTD+11.1% |
| 1Y+18.3% |
| 3Y+70.6% |
| 5Y+75.0% |
| Since incept. (ann.)+13.6% |
Total return through 2026-07-29 · series begins 2019-12-04. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)11.8% |
| Ann. volatility (3Y)14.1% |
| Sharpe (1Y)1.48 |
| Sharpe (3Y)1.34 |
| Max drawdown (1Y)−8.2% |
| Max drawdown (3Y)−17.5% |
| Beta (3Y vs SPY)0.92 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| LPL Financial LLC | 3.4M | $129M | — | +41.5% |
| ENVESTNET ASSET MANAGEMENT INC | 1.1M | $44M | — | +41.8% |
| STIFEL FINANCIAL CORP | 676,357 | $26M | — | +83.4% |
| Arax Advisory Partners | 559,136 | $22M | — | +7.0% |
| Stenger Family Office, LLC | 420,939 | $16M | — | new |
| ASSETMARK, INC | 411,708 | $16M | — | +33.9% |
| Prospera Financial Services Inc | 406,207 | $16M | — | +6.5% |
| Cetera Investment Advisers | 385,153 | $15M | — | +28.5% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for AFLG.
